We are live on ! Find out more
MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.82M
3
+$3.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.2M
5
OXY icon
Occidental Petroleum
OXY
+$2.11M

Top Sells

1
+$16.8M
2
+$2.4M
3
+$2.24M
4
CVS icon
CVS Health
CVS
+$1.99M
5
DRI icon
Darden Restaurants
DRI
+$1.73M

Sector Composition

1 Financials 10.96%
2 Healthcare 10.24%
3 Technology 8.97%
4 Industrials 8.12%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-950
827
– –
0
828
– –
0
829
– –
-9
830
– –
-67
831
– –
0
832
– –
-170
833
– –
0
834
– –
-44
835
– –
0
836
– –
0
837
– –
-443
838
– –
-109
839
– –
-385
840
– –
0
841
– –
-172
842
– –
0
843
– –
-36
844
– –
-472
845
– –
0
846
– –
-195
847
– –
0
848
– –
-165
849
– –
0
850
– –
-269
32 33
34
35 36